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Old 02-06-2017, 01:56 PM   #1
Slava
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Default Clients should be asking about fees

This is a letter written to give to your advisors by Tom Bradley of Steadyhand Investments. I think he notes quite correctly, that now is the time to ask and get some answers.

I know from experience that a lot of people don't know what they pay for advice, or have no idea that there is a cost, that there is a fee for selling investments or things like that. You should know, and this letter (which he encourages you to use and "cut and paste from it, liberally")can help you do that.

https://www.steadyhand.com/globe_art...ent_manifesto/
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Old 02-08-2017, 11:08 AM   #2
Ace
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Honestly that letter seems to come across with a heavy tone of suspicion/accusation , and seems pretty silly to me.

Is it really so hard to say:

Hi Joe,

Could you please send me a summary of how i'm being charged fees.

Thanks
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Old 02-08-2017, 11:36 AM   #3
Slava
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Quote:
Originally Posted by Ace View Post
Honestly that letter seems to come across with a heavy tone of suspicion/accusation , and seems pretty silly to me.

Is it really so hard to say:

Hi Joe,

Could you please send me a summary of how i'm being charged fees.

Thanks
Oh I don't disagree, and its not unlike the Questrade commercials which paint advisors in a poor light (IMO). But it's good for people to know what they're paying, and hopefully this encourages a few people to ask the question(s).
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